Filing Research | LFST - LIFESTANCE HEALTH GROUP INC Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	Everhart Financial Group, Inc.	Shares	111.4KSH	$1.2M
2	Louisiana State Employees Retirement System	Shares	100.4KSH	$1.1M
3	OLD NATIONAL BANCORP /IN/	Shares	92.4KSH	$989.4K
4	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	84.5KSH	$905.4K
5	Yorktown Management & Research Co Inc	Shares	83.6KSH	$895.4K
6	Diversified Trust Co	Shares	73.9KSH	$791.7K
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	58.5KSH	$626.9K
8	Police & Firemen's Retirement System of New Jersey	Shares	56.5KSH	$605.0K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	54.3KSH	$581.9K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	53.7KSH	$575.1K
11	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	42.1KSH	$451.0K
12	Merit Financial Group, LLC	Shares	37.1KSH	$397.6K
13	EverSource Wealth Advisors, LLC	Shares	4.3KSH	$45.6K
14	SIGNATUREFD, LLC	Shares	4.0KSH	$42.3K
15	IFP Advisors, Inc	Shares	3.7KSH	$39.6K
16	First Pacific Financial	Shares	2.7KSH	$29.4K
17	Grove Bank & Trust	Shares	2.3KSH	$25.1K
18	Farther Finance Advisors, LLC	Shares	2.3KSH	$24.2K
19	Versant Capital Management, Inc	Shares	1.7KSH	$18.2K
20	FIRST HORIZON CORP	Shares	1.6KSH	$17.2K
21	SJS Investment Consulting Inc.	Shares	764SH	$8.2K
22	GAMMA Investing LLC	Shares	514SH	$5.5K
23	MassMutual Private Wealth & Trust, FSB	Shares	376SH	$4.0K
24	Fortitude Family Office, LLC	Shares	335SH	$3.6K
25	JFS WEALTH ADVISORS, LLC	Shares	242SH	$2.6K
26	Marquette Asset Management, LLC	Shares	179SH	$1.9K
27	True Wealth Design, LLC	Shares	162SH	$1.7K
28	Creative Capital Management Investments LLC	Shares	104SH	$1.1K
29	FARMERS & MERCHANTS INVESTMENTS INC	Shares	100SH	$1.1K
30	State of Alaska, Department of Revenue	Shares	98.9KSH	$1.1K
31	Trust Co	Shares	65SH	$696
32	AMALGAMATED BANK	Shares	60.1KSH	$644
33	Wealth Enhancement Trust Services, Inc.	Shares	55SH	$589
34	DiNuzzo Private Wealth, Inc.	Shares	45SH	$482
35	Handelsbanken Fonder AB	Shares	41.1KSH	$440
36	Hughes Financial Services, LLC	Shares	40SH	$428
37	SBI Securities Co., Ltd.	Shares	40SH	$428
38	GILPIN WEALTH MANAGEMENT, LLC	Shares	23SH	$247
39	Davis Capital Management	Shares	12SH	$129
40	LRI Investments, LLC	Shares	12SH	$129
41	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	4.2KSH	$45
42	MARYLAND CAPITAL ADVISORS INC.	Shares	4SH	$43

Manager changes2026-06-30 vs 2026-03-31

45 / 45 loaded

#		Instrument
1	Louisiana State Employees Retirement System new	Shares	+100.4K	+$1.1M	$1.1M
2	Yorktown Management & Research Co Inc new	Shares	+83.6K	+$895.4K	$895.4K
3	Diversified Trust Co added	Shares	+52.4K	+$654.5K	$791.7K
4	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+58.5K	+$626.9K	$626.9K
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+54.3K	+$581.9K	$581.9K
6	Everhart Financial Group, Inc. trimmed	Shares	-5.0K	+$451.7K	$1.2M
7	CONTRAVISORY INVESTMENT MANAGEMENT, INC. new	Shares	+42.1K	+$451.0K	$451.0K
8	OLD NATIONAL BANCORP /IN/ unchanged	Shares	0	+$400.9K	$989.4K
9	SMITHBRIDGE ASSET MANAGEMENT INC/DE unchanged	Shares	0	+$366.9K	$905.4K
10	Police & Firemen's Retirement System of New Jersey added	Shares	+13.0K	+$327.8K	$605.0K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+12.2K	+$313.1K	$575.1K
12	Merit Financial Group, LLC added	Shares	+20.9K	+$294.5K	$397.6K
13	IFP Advisors, Inc added	Shares	+2.8K	+$33.9K	$39.6K
14	First Pacific Financial new	Shares	+2.7K	+$29.4K	$29.4K
15	Farther Finance Advisors, LLC added	Shares	+1.9K	+$22.0K	$24.2K
16	SIGNATUREFD, LLC added	Shares	+84	+$17.7K	$42.3K
17	FIRST HORIZON CORP added	Shares	+1.0K	+$13.5K	$17.2K
18	Grove Bank & Trust unchanged	Shares	0	+$10.2K	$25.1K
19	SJS Investment Consulting Inc. added	Shares	+646	+$7.4K	$8.2K
20	Versant Capital Management, Inc unchanged	Shares	0	+$7.4K	$18.2K
21	GAMMA Investing LLC added	Shares	+208	+$3.6K	$5.5K
22	Fortitude Family Office, LLC added	Shares	+147	+$2.4K	$3.6K
23	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.6K	$4.0K
24	EverSource Wealth Advisors, LLC trimmed	Shares	-2.7K	+$1.6K	$45.6K
25	True Wealth Design, LLC added	Shares	+136	+$1.6K	$1.7K
26	JFS WEALTH ADVISORS, LLC added	Shares	+28	+$1.2K	$2.6K
27	Creative Capital Management Investments LLC new	Shares	+104	+$1.1K	$1.1K
28	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+100	+$1.1K	$1.1K
29	State of Alaska, Department of Revenue added	Shares	+75.4K	+$910	$1.1K
30	AMALGAMATED BANK new	Shares	+60.1K	+$644	$644
31	Wealth Enhancement Trust Services, Inc. new	Shares	+55	+$589	$589
32	Marquette Asset Management, LLC trimmed	Shares	-69	+$338	$1.9K
33	Trust Co unchanged	Shares	0	+$282	$696
34	Handelsbanken Fonder AB added	Shares	+11.1K	+$249	$440
35	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+23	+$247	$247
36	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$195	$482
37	Hughes Financial Services, LLC unchanged	Shares	0	+$173	$428
38	SBI Securities Co., Ltd. unchanged	Shares	0	+$173	$428
39	Davis Capital Management new	Shares	+12	+$129	$129
40	LRI Investments, LLC new	Shares	+12	+$129	$129
41	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+4.2K	+$45	$45
42	Vermillion Wealth Management, Inc. exited	Shares	-11	-$70	$0
43	Blue Trust, Inc. exited	Shares	-24	-$153	$0
44	Abound Wealth Management exited	Shares	-32	-$206	$0
45	Park Edge Advisors, LLC exited	Shares	-11.3K	-$72.0K	$0